+0.9%
AON vs ZYBT
-42.3%
+43.2%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.2% | +2.2% | +4.4% |
| 7D | +9.4% | -3.5% | +13.0% | +9.4% |
| 30D | +27.0% | +15.1% | +11.9% | +27.1% |
| 3M | -3.1% | +7.0% | -10.1% | -3.0% |
| 6M | +10.0% | +37.7% | -27.7% | +10.2% |
| YTD | -1.6% | +19.1% | -20.7% | +1.6% |
| 1Y | +0.9% | -38.3% | +39.2% | +6.2% |
| All | +0.9% | -42.3% | +43.2% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZYBT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling